AAS
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Annex Advisory Services’s Warrior Met Coal HCC Stock Holding History

Annex Advisory Services’s Portfolio HCC Stock Details HCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,877
Closed -$480K – 290
2023
Q4 		$480K Buy
7,877
+1,246
+19% +$65.8K 0.02% 176
2023
Q3 		$339K Sell
6,631
-356
-5% -$14.9K 0.02% 175
2023
Q2 		$272K Buy
+6,987
New +$253K 0.02% 208

Other funds holding HCC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Annex Advisory Services's HCC Position: Q1 2024 in Review

Annex Advisory Services sold out of Warrior Met Coal (HCC) in Q1 2024, closing a stake of 7,877 shares — an estimated $480K sold.

Annex Advisory Services first reported a position in HCC in Q2 2023 and held it in 3 quarters. The position peaked at $480K in Q4 2023. 303 funds tracked by Wall St. Rank hold HCC as of Q1 2024.

  • Annex Advisory Services reported no remaining Warrior Met Coal position as of Q1 2024 after selling out during the quarter.
  • Annex Advisory Services sold 7,877 Warrior Met Coal shares in Q1 2024, an estimated $480K.
  • Annex Advisory Services first reported a position in Warrior Met Coal in Q2 2023 and held it in 3 quarters.
  • Annex Advisory Services's Warrior Met Coal position peaked at $480K in Q4 2023.
  • 303 funds tracked by Wall St. Rank held Warrior Met Coal as of Q1 2024.

Based on Annex Advisory Services's 13F filing for Q1 2024, filed 12 Apr 2024.